James Chapman

Senior Wealth Advisor & Chief Innovation Officer at Clearwater Capital Partners.

Role: Senior Wealth Advisor at Clearwater Capital Partners
Location: Chicago, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About James Chapman

James F. Chapman AWMA®, is a Partner, Senior Wealth Advisor, and the Chief Innovation…

Experience

Senior Wealth Advisor
Clearwater Capital Partners
Mar 2024 — Present · Hoffman Estates, IL, US

Education

Illinois State University
Finance
2012 — 2016
The Wharton School
Security Industry Institute
2022 — 2024
UCLA Anderson School of Management
Behavioral Sciences Executive Education Program
2019 — 2019

Skills

Financial Advisory
Investment Advisory
Wealth Management Services

Contact information

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Work email
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Current company

Clearwater Capital Partners

Investment Management · 33 employees · Founded 2006 · Hoffman Estates, Illinois, United States

Celebrating 20 years by reflecting on our past and looking forward to the future. Clearwater Capital Partners is a locally owned, privately held, independent wealth management firm. We are a Registered Investment Adviser regulated by the Securities Exchange Commission. Our firm provides comprehensive wealth management services to individuals, non-profit organizations, endowments, qualified plans, and successful businesses. Our services help simplify the increasing demands and complexities related to making sound financial decisions. As an independent advisory firm, we embrace the fiduciary responsibilities we have for our clients and are free to deliver solutions that we believe best reflect their unique needs. Our mission is to help our clients achieve clarity in a complex world. DISCLOSURE: Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. Clearwater Capital Partners is an Investment Advisory firm located and registered in IL.

ccpwealth.com

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About James Chapman

Experience

Senior Wealth Advisor

Education

Illinois State University

The Wharton School

UCLA Anderson School of Management

Skills

Find verified contacts for anyone on LinkedIn